Beaumont Financial Advisors’s Ultrapar UGP Stock Holding History

Beaumont Financial Advisors’s Portfolio UGP Stock Details UGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$115K	Sell	20,863 -57	-0.3%	-$276	0.01%	366
2025 Q4	$78.9K	Hold	20,920	–	–	0.01%	368
2025 Q3	$85.8K	Sell	20,920 -1,823	-8%	-$6.2K	0.01%	393
2025 Q2	$74.6K	Hold	22,743	–	–	0.01%	377
2025 Q1	$70K	Hold	22,743	–	–	0.01%	366
2024 Q4	$59.8K	Hold	22,743	–	–	﹤0.01%	368
2024 Q3	$88.2K	Hold	22,743	–	–	0.01%	347
2024 Q2	$88.9K	Hold	22,743	–	–	0.01%	362
2024 Q1	$130K	Hold	22,743	–	–	0.01%	355
2023 Q4	$123K	Hold	22,743	–	–	0.01%	335
2023 Q3	$83.5K	Hold	22,743	–	–	0.01%	319
2023 Q2	$89.4K	Hold	22,743	–	–	0.01%	337
2023 Q1	$62.1K	Hold	22,743	–	–	0.01%	311
2022 Q4	$55K	Hold	22,743	–	–	0.01%	311
2022 Q3	$50K	Sell	22,743 -3,142	-12%	-$7.88K	﹤0.01%	300
2022 Q2	$61K	Hold	25,885	–	–	0.01%	300
2022 Q1	$78K	Buy	+25,885	New	+$70.2K	0.01%	353

Other funds holding UGP

Naman Capital Sao Paulo, Brazil $360M AUM 27.43% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Qube Research & Technologies (QRT)

Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return